Class used to get Holdings for the Investments product.
Sections
Namespace
Methods
- G
Public
Instance Public methods
get(access_token, account_ids: nil, options: nil)
Link
Get information about all available investment holdings.
Does a POST /investments/holdings/get call which gives you high level account data along with investment holdings and associated securities from all investment accounts contained in the access_token's item.
- access_token
-
access_token who's item to fetch holdings for.
- account_ids
-
Specific account ids to fetch holdings for (optional).
- options
-
Additional options to merge into API request.
Returns
Returns GetResponse.
Source: show
# File lib/plaid/products/investments.rb, line 84 def get(access_token, account_ids: nil, options: nil) post_with_auth 'investments/holdings/get', GetResponse, build_payload(access_token, account_ids: account_ids, options: options) end